What are the responsibilities and job description for the Annuity Case Manager position at Kestra Financial?
We are a dynamic brokerage general agency specializing in life insurance solutions. Our mission is to support independent advisors and clients by delivering exceptional case management and service. We thrive on teamwork, efficiency, and building lasting relationships with carriers and agents.
As a Case Manager, you will be the backbone of our new business operations. You’ll oversee Annuity insurance applications from submission to policy issue, ensuring smooth communication between advisors, carriers, and clients. This role is ideal for someone who enjoys organization, problem-solving, and being the trusted point of contact in the insurance process.
What you'll do:
INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Kestra Private Wealth Services, a subsidiary of Kestra Financial, you are agreeing to the following statements:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
As a Case Manager, you will be the backbone of our new business operations. You’ll oversee Annuity insurance applications from submission to policy issue, ensuring smooth communication between advisors, carriers, and clients. This role is ideal for someone who enjoys organization, problem-solving, and being the trusted point of contact in the insurance process.
What you'll do:
- Manage life insurance applications and track case progress
- Communicate with carriers, underwriters, and advisors to resolve requirements
- Provide proactive updates to agents and clients
- Ensure compliance with industry regulations and company standards
- Deliver outstanding customer service and support
- Prior experience in life insurance, financial services, or case management preferred
- Strong organizational skills and attention to detail
- Excellent communication and relationship-building abilities
- Ability to thrive in a fast-paced, deadline-driven environment
- Some college experience
INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Kestra Private Wealth Services, a subsidiary of Kestra Financial, you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Private Wealth Services may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Private Wealth Services to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Private Wealth Services prohibits any such discrimination or harassment.
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Salary : $55,000 - $60,000